Brandon Hatcher is a Series 66 credentialed financial advisor with five years of industry experience. He is currently with J.W. Cole Advisors, Inc. and has previously worked at Serenity Investment Advisors, Edward Jones, and PNC. Outside of his advisory role, he manages a sports league as a league manager. J.W. Cole Advisors is an SEC-registered firm serving individuals, charities, corporations, and retirement plans through a national network of over 400 independent investment adviser representatives. The firm provides portfolio management, fee-based financial planning, access to third-party managers, and multiple managed account solutions.

Cynthia Piacentino is a CERTIFIED FINANCIAL PLANNER™ professional with 15 years of industry experience. She is currently with Wealth Enhancement Advisory Services, LLC and has prior experience at LPL Financial, CETERA Advisor Networks LLC, and Carroll Financial Associates, Inc. Wealth Enhancement Advisory Services provides financial planning, asset management, and retirement-plan consulting for individuals, high-net-worth clients, corporations, and retirement plans. The firm manages over $122 billion in regulatory assets under management and employs a diversified investment approach that blends passive and active management, overseen by an internal Investment Committee.

Benjamin Smith is a financial advisor at Truist Advisory Services with three years of industry experience. He holds a Series 66 designation and previously worked at United Capital and Regions. Outside of finance, he was involved with 5 Star Nutrition LLC in 2019. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm offers asset allocation and investment policy analysis, fiduciary support, and a manager-selection program, implementing advice through a combination of discretionary manager relationships and non-discretionary consulting.

Herman Freitag III is a CFP® with 16 years of industry experience, currently serving as a financial advisor at Corient in Charlotte, NC. His prior roles include positions at The Vanguard Group and Ci Brightworth. Corient provides investment advisory and financial planning services to a diverse client base, including individuals, trusts, pension plans, charitable organizations, and corporations. The firm uses a goals-based, team investment approach that combines internal security selection and fixed-income strategies with third-party manager solutions and customized asset allocation.

Linda Mander is a CFP® with 33 years of industry experience, currently serving as a financial advisor at Wealth Enhancement Advisory Services, LLC. Her prior experience includes roles at LPL Financial, Cetera Advisor Networks, and Carroll Financial Associates. She is a board member of a local Boy Scout troop in Charlotte, NC. Wealth Enhancement Advisory Services, LLC is an SEC-registered enterprise advisory firm that serves a diverse client base including individuals, trusts, charitable organizations, corporations, and retirement plans. The firm offers financial planning, asset management, and retirement plan consulting through a mix of passive and active investment strategies overseen by an internal Investment Committee.

Dung Nguyen is a financial advisor at Truist Advisory Services in Charlotte, NC, holding Series 63 and Series 65 designations with eight years of industry experience. His prior work history includes roles at Wells Fargo and Wells Fargo Clearing Services. He has been with Truist Advisory and Truist Investment Services since 2021. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm combines discretionary manager relationships with third-party platform arrangements and employs AI-enabled tools and supervisory oversight in its investment processes.

Denis Curcio is a Certified Financial Planner (CFP®) with 26 years of industry experience. He is currently with Wealth Enhancement Advisory Services, LLC, where he has worked since 2021. His prior experience includes roles at LPL Financial, Cetera Advisor Networks LLC, and Carroll Financial Associates, Inc. Curcio also holds licenses for Series 63 and Series 66. Wealth Enhancement Advisory Services, LLC is an SEC-registered enterprise advisory firm serving individuals, trusts, estates, charitable organizations, corporations, and retirement plans through a large network of advisors. The firm offers financial planning, asset management, and specialized retirement consulting, utilizing a strategic investment approach that combines passive and active management with quantitative and fundamental research.

John Kamel is a financial advisor with Independent Advisor Alliance, LLC, holding a Series 66 designation and four years of industry experience. Prior to his current role beginning in 2023, he worked at UBS Financial Services for two years and spent seven years at Movado Company Store. Independent Advisor Alliance serves a diverse client base, including individuals, small businesses, charitable organizations, and retirement plans. The firm offers a range of services such as asset management, financial planning, and retirement plan consulting, utilizing both discretionary and non-discretionary portfolio management supported by various investment strategies and technology platforms.

Aubrey Elam is a financial advisor at TLG Advisors, Inc. with two years of industry experience. He holds a Series 66 designation and has worked previously with The Leaders Group Inc, Vanbridge, and Dixon Wells. Elam also serves as an Associate Vice President involved in the sale of fixed insurance products with related entities. TLG Advisors, Inc. serves a diverse client base including individuals, high-net-worth clients, trusts, and institutional investors. The firm focuses on investment supervisory services and portfolio management using manager selection, fundamental analysis, and Modern Portfolio Theory, and offers a direct-to-consumer digital program called Starlight Portfolios.

Andrew Brincefield is a financial advisor at Primerica Advisors with over 21 years of industry experience. He holds the CFP® and ChFC® designations and has worked at Park Avenue Securities since 2023 and Guardian Life Insurance Company since 2004. He is also the owner and CEO of Consolidated Planning Holdings, Inc., a financial planning firm focusing on insurance and wealth management solutions. Primerica Advisors is part of a large enterprise serving individual investors, businesses, and retirement plans through both brokerage and advisory services. The firm offers a range of proprietary investment programs and third-party solutions delivered via model-based platforms and provides clients access to alternative investments and lending options.

John Callaway Jr. is a financial advisor at OSAIC Institutions, Inc. in Charlotte, NC, holding Series 63 and Series 65 credentials with 19 years of industry experience. His career includes roles at HomeTrust Bank, Truist Advisory Services, Park Avenue Securities, Guardian Life Insurance Company, Wells Fargo Clearing, and PNC Investments. OSAIC Institutions serves individuals, charitable organizations, corporations, and retirement plans, offering a variety of advisory and brokerage services through customized engagements. The firm’s approach includes both advisory and brokerage solutions, utilizing fundamental and technical analysis, third-party due diligence for alternative investments, and a notable emphasis on non-discretionary assets.

Michele Stutts is a CFP® with 15 years of industry experience, currently serving as a financial advisor at MAI Capital Management, LLC since 2021. Prior to that, she worked at Solamere Advisors for eight years. MAI Capital Management provides discretionary and non-discretionary investment management, integrated wealth management, retirement plan consulting, and family-office services to a diverse client base including high- and ultra-high-net-worth individuals, families, sports professionals, trusts, and institutional clients. The firm manages a wide range of strategies and integrates financial planning and tax services, with $72.3 billion in assets under management as of May 31, 2026.

Amanda Mounts is a financial advisor at Truist Advisory Services with three years of industry experience. She holds Series 63 and Series 65 licenses and has worked previously at Wells Fargo Bank, Wells Fargo Clearing, First Horizon Bank, and Bluegreen Vacations. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm employs a combination of discretionary manager relationships and non-discretionary consulting, supported by AI-enabled research tools and inter-affiliate integration.

Daneen Gimson is a financial advisor at First Citizens Investor Services, Inc. with 15 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at firms including Wells Fargo Clearing Services, Securities America Advisors, and SunTrust Investment Services. First Citizens Investor Services, Inc. provides investment advisory, brokerage, and licensed insurance services to individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm employs a mix of strategic and tactical asset-allocation approaches and offers portfolio management through model portfolios, separately managed accounts, and an automated Guided Investing platform.

Michael Trotter is a financial advisor with PNC Wealth Management in Charlotte, NC, holding Series 63 and Series 65 licenses and 10 years of industry experience. His prior work includes five years at TIAA-CREF before joining PNC Investments in 2019. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an invitation-only, algorithm-driven digital offering for employees that uses approved model strategies executed via mutual funds and ETFs with annual rebalancing.

Deanna Strean is a financial advisor at Focus Partners Wealth, LLC with 16 years of industry experience. She holds a Series 66 designation and has worked at firms including The Colony Group, Buckingham Strategic Wealth, Carolina Capital Consulting, and Contrary Investment Advisors. Prior to her current roles, she operated Strean Financial Services and was associated with H. Beck, Inc. Focus Partners Wealth, LLC provides wealth advisory and investment management services to individuals, high-net-worth families, family offices, retirement plans, institutions, and businesses. The firm’s investment approach combines active and passive strategies within a long-term, tax- and fee-sensitive framework and offers a range of fiduciary, financial counseling, and family office services.

Brian Guild is a financial advisor with Bankers Life Advisory Services, Inc. based in Charlotte, NC, holding a Series 66 designation and bringing 11 years of industry experience. He has been associated with Bankers Life entities since 2008 and serves as president of BGUILD Financial, an LLC he oversees. Bankers Life Advisory Services, Inc. is an SEC-registered investment adviser serving mass-affluent and high-net-worth individuals through discretionary and non-discretionary portfolio management and retirement plan consulting. The firm uses a combination of fundamental, technical, and cyclical analysis to create tailored asset allocations and manages portfolios across a broad range of securities aligned with clients’ goals and risk tolerances.

Michael Willard is a financial advisor with Equity Services, Inc. in Charlotte, NC, holding a Series 66 license and 12 years of industry experience. His prior roles include positions at Foundations Investment Advisors LLC, Alloy Wealth Holdings, Alloy Wealth Management, and Edward Jones. Outside of his advisory work, he is listed as owner and president of Forged Financial LLC. Equity Services, Inc., operating as ESI Financial Advisors, provides financial planning, consulting, and asset management services to a diverse client base, including individuals, corporations, trusts, estates, charitable organizations, and employer retirement plans. The firm offers multiple advisory platforms that combine long-term investment strategies with options for shorter-term trading and specialized instruments, managing both discretionary and non-discretionary assets.

William Semans is a financial advisor at Truist Advisory Services with 29 years of industry experience. He holds Series 63 and Series 65 designations and has worked with Truist Advisory Services and Truist Investment Services since 2021, following six years at BB&T Securities. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate and business clients, retirement plan sponsors, participants, and charitable organizations. The firm combines discretionary manager relationships and non-discretionary consulting, supported by AI-enabled research tools and inter-affiliate integration across its services.

Cathie Clontz is a financial advisor with Truist Advisory Services, holding the Series 63 and Series 66 designations and bringing 24 years of industry experience. She has worked at Truist Advisory Services and affiliated firms since 2018, including BB&T Securities and PNC Investments. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm uses a combination of discretionary manager relationships and non-discretionary consulting, supported by AI-enabled research tools and inter-affiliate integration with Truist Investment Services and Truist Bank.